VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VTI Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 31.70% | 29.98% | 6.67% | 11.43% | 13.36% | 14.60% | 10.21% | 11.07% |
| Sharpe Ratio | 2.16 | 2.07 | 0.46 | 0.62 | 0.88 | 0.74 | 0.71 | 0.56 |
| Max Drawdown | -8.92% | -8.92% | -20.53% | -25.36% | -20.53% | -35.00% | -26.15% | -55.45% |
| % Time Invested | 99.6% | 100.0% | 74.0% | 100.0% | 80.0% | 100.0% | 80.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $265.97 | $350.21 | 31.67% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-12 | 2025-04-07 | Completed | 100% | $222.16 | $237.20 | 6.77% | Stop |
| 2023-11-10 | 2023-12-12 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $209.34 | $208.14 | -0.57% | Signal |
| 2022-10-31 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.97% | Interest Income |
| 2022-10-18 | 2022-10-31 | Completed | 100% | $179.11 | $184.68 | 3.11% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $185.02 | $174.69 | -5.58% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-03 | Completed | 100% | $107.37 | $196.86 | 83.35% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-15 | 2020-03-02 | Completed | 100% | $118.38 | $138.20 | 16.75% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-13 | 2018-12-20 | Completed | 100% | $100.58 | $113.52 | 12.87% | Stop |
| 2016-11-18 | 2016-12-13 | Interest | 100% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-11-16 | 2016-11-18 | Completed | 100% | $96.35 | $96.94 | 0.61% | Signal |
| 2016-05-13 | 2016-11-16 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2015-09-17 | 2016-05-13 | Completed | 100% | $86.70 | $89.27 | 2.97% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $48.69 | $84.83 | 74.22% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $41.84 | $45.06 | 7.71% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-04-07 | 2010-05-07 | Completed | 100% | $45.81 | $43.53 | -4.98% | Stop |
| 2010-03-15 | 2010-04-07 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2010-03-10 | 2010-03-15 | Completed | 100% | $43.91 | $44.21 | 0.68% | Signal |
| 2009-11-13 | 2010-03-10 | Interest | 100% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $41.46 | $41.09 | -0.90% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $39.71 | $40.59 | 2.21% | Signal |
| 2009-07-29 | 2009-09-15 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2009-07-22 | 2009-07-29 | Completed | 100% | $35.50 | $36.52 | 2.87% | Signal |
| 2008-07-03 | 2009-07-22 | Interest | 100% | $1.00 | $1.03 | 3.46% | Interest Income |
| 2008-02-12 | 2008-07-03 | Completed | 100% | $48.45 | $46.06 | -4.94% | Signal |
| 2008-01-18 | 2008-02-12 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-01-12 | 2008-01-18 | Completed | 100% | $36.36 | $47.46 | 30.54% | Stop |
| 2003-09-09 | 2004-01-12 | Interest | 100% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 100% | $32.78 | $33.00 | 0.67% | Signal |
| 2003-06-13 | 2003-09-05 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
Return Distribution Analysis
